835 hedge funds and large institutions have $22B invested in CDW in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 279 increasing their positions, 343 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.97% more ownership

Funds ownership: 91.75%93.72% (+2%)

1% more funds holding

Funds holding: 829835 (+6)

19% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 343

Holders
835
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$51.3M
Puts
$28.1M
Net Calls
Net Calls Change

Top Sellers

1 -$268M
2 -$141M
3 -$128M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$88.6M
5
Morgan Stanley
Morgan Stanley
New York
-$78.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
576
Callan Family Office
Pennsylvania
$257K
ST
577
Smithfield Trust
Pennsylvania
$256K
CSPIA
578
Cary Street Partners Investment Advisory
Virginia
$255K
HNB
579
Huntington National Bank
Ohio
$254K
AWA
580
Aaron Wealth Advisors
Illinois
$254K
VSQM
581
V-Square Quantitative Management
Illinois
$254K
HT
582
Heritage Trust
Oklahoma
$253K
PA
583
Parallel Advisors
California
$251K
WBC
584
Westpac Banking Corp
Australia
$251K
FFA
585
Florida Financial Advisors
Florida
$250K
PFM
586
Patton Fund Management
Texas
$249K
RCAG
587
Rehmann Capital Advisory Group
Michigan
$247K
BAAM
588
Baker Avenue Asset Management
California
$246K
MWM
589
Moran Wealth Management
Florida
$244K
OFS
590
Orrstown Financial Services
Pennsylvania
$243K
CGL
591
Clarius Group LLC
Washington
$243K
DS
592
DRW Securities
Illinois
$240K
CCM
593
Coldstream Capital Management
Washington
$240K
SPIA
594
Steward Partners Investment Advisory
New York
$239K
GWM
595
Gibbs Wealth Management
Georgia
$238K
PFS
596
Prospera Financial Services
Texas
$237K
SRC
597
Stone Run Capital
New York
$237K
EA
598
Ergawealth Advisors
Illinois
$234K
CAM
599
Claret Asset Management
Quebec, Canada
$234K
CI
600
Cigna Investments
Connecticut
$232K